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Bank Hiring For Wealth RM_Surat V Konnect

5.0 - 10.0 years

6 - 12 Lacs

surat

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Position: Wealth Relationship Manager Location: Surat Product Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI) Industry: Banking / AMC Roles & Responsibilities: Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products. Achieve monthly sales targets across investment and insurance product lines. Deepen existing client relationships through regular review meetings and financial planning discussions. Ensure high levels of customer satisfaction through quality service and prompt query resolution. Conduct financial needs analysis to recommend appropriate investment and insurance solutions. # Interest...

Posted 4 months ago

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